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Plan A Wealth’s SLB Ltd SLB Stock Holding History

Plan A Wealth’s Portfolio SLB Stock Details SLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$232K Sell
4,989
-880
-15% -$47.2K 0.1% 161
2026
Q1 		$302K Sell
5,869
-589
-9% -$28.6K 0.14% 118
2025
Q4 		$248K Buy
6,458
+631
+11% +$22.9K 0.12% 138
2025
Q3 		$200K Buy
+5,827
New +$203K 0.1% 155

Other funds holding SLB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Plan A Wealth's SLB Position: Q2 2026 in Review

Plan A Wealth reduced its SLB Ltd (SLB) stake by 15% in Q2 2026, selling an estimated $47.2K and leaving 4,989 shares worth $232K. The position accounts for 0.1% of the portfolio, ranked #161.

Plan A Wealth first reported a position in SLB in Q3 2025 and has held it in 4 quarters since. The position peaked at $302K in Q1 2026. 1,687 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • Plan A Wealth held 4,989 shares of SLB Ltd worth $232K as of Q2 2026.
  • Plan A Wealth sold 880 SLB Ltd shares in Q2 2026, an estimated $47.2K.
  • SLB Ltd made up 0.1% of Plan A Wealth's portfolio in Q2 2026, its #161 holding.
  • Plan A Wealth first reported a position in SLB Ltd in Q3 2025 and has held it in 4 quarters since.
  • Plan A Wealth's SLB Ltd position peaked at $302K in Q1 2026.
  • 1,687 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.